Bulk Onboarding

This one was a lot of fun! As Mercury customers expand, their teams do too. We've grown quite a bit (90 to 350 in the year and a half I've been here!), and all of those folks had to be manually invited to Mercury when they joined.

We wanted to take some of that effort off, starting with a Google Workspace integration. We found that customers often had multiple HR systems set up (for different locales), but many had a gmail account for all of their employees. This project lets folks connect to that account, and bulk-import employees. There were a few interesting details I wanted to share, and some exciting opportunities to do more with this setup that we baked into designs.

This one was a lot of fun! As Mercury customers expand, their teams do too. We've grown quite a bit (90 to 350 in the year and a half I've been here!), and all of those folks had to be manually invited to Mercury when they joined.

We wanted to take some of that effort off, starting with a Google Workspace integration. We found that customers often had multiple HR systems set up (for different locales), but many had a gmail account for all of their employees. This project lets folks connect to that account, and bulk-import employees fo

Understanding roles

Most customers probably understand our permissions, but since many might be using this flow to invite their first team members, there was a tricky tension between providing clear information in context and keeping the role selection screen simple.

I worked with our content designer Shawn on this project—he had the great suggestion of pulling some of that out into a modal dialog, linked from the page's description. This made it so new folks had great information, but without excessive descriptions in the comboboxes or elsewhere on the page.

Card settings

This is one of those fun "opportunities." Customers can issue a practically unlimited amount of virtual cards, and we often see folks do this when inviting new team members—maybe someone is issued both a physical and a virtual card, or a card with the express purpose of a benefit (like Mercury's office setup stipend ;-). By letting folks create "profiles" for cards, we can help them easily issue cards with different settings to various groups of roles within their company.

To reduce scope, we cut this to just a single card setting, but we're excited to come back and explore what we can do with this concept.

Review and edit

At Mercury, customers can currently invite four different kinds of team members: Admins, Bookkeepers, Card Only, and Custom users. Since these lists could be quite long, we grouped by impact (admins have significant control, card only users much less so). Further, if you noticed something wasn't quite right, or you wanted to set a custom override for one user's settings in particular, an easy edit option makes adjustments super simple—no need for a risky backtrack.

Hope you found this interesting. No demo on this one unfortunately (you'd need to link a Google account, which our demo environment doesn't support), but if you want to work on stuff like this, we're hiring senior product designers!